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Hi, I have Sales invoice that is been corrected, the credit note is now automatically created, but my sales invoice stays the same. How can I identify and see that my sales invoice is credited/corrected in CE?
Only way I have figured out is that on the credit invoice -> Invoiceline -> invoicelinedetail there is a relation to orginal invoice linedetail of the sales invoice (msdyn_originalinvoicelinedetail).
Hi, you should be able to see it on the Invoice View: Active Project Service Invoices.
It bills the invoice as negative to make the value net zero.
These are the steps to correct a full amount invoice
Pre-requisites:
The Project Status cannot be Confirmed. This is read-only.
You can only correct the invoice one time. If try again, it will show an error. Make sure the correction is done properly.
Navigate to Invoices > Filter by Closed Project Service Invoices > Select invoice > Click on Correct this Invoice!
After clicking the Invoice will change to negative (exactly what was charged) and the invoice is back to Draft status.
You can click Confirm > Marked invoice as Paid to complete the process.
Very important that these last steps are completed (Note that we made the Invoice/Payment zero! Now we must reissue the invoice!):
Navigate to Project Contract > Contract Lines > Open the one or more lines that you wish to make changes > Under the General and Project Contract Line Details, you can make your changes as to date and amounts manually and save. Once saved, navigate to the Project Contract page, and click on: Create Invoice!
It takes you right back to the invoice form.
Click on Save.
This new invoice is in status Draft and it is waiting to be Confirmed and Marked as Paid. This will tell the system that this process is completed!
This is the Microsoft doc link: https://docs.microsoft.com/en-us/dynamics365/project-operations/pro/proforma-invoicing/corrective-invoices-sales
If this answers your question, please confirm so we can close this question!
Thanks,
Juan Simon
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